Leadership Team

Todd Douma, CFP®

CEO & Senior Wealth Advisor

Steven Neeley, CFP®, MBA

Chief Investment Officer

Susan Abbass, MBA

Chief Compliance Officer

Gavin Lyons, CFP®

Chief Operations Officer

Wealth Management Team

Eric Anthony, CFP®, ChFC®

Wealth Advisor

Mason Ridley, CFP®

Wealth Advisor

Tammy Brown

Director of Client Services

Complimentary Financial Review

We offer a complimentary review meeting to describe our services, and to see if our services are right for you.

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